We work intimately with management teams to develop the best positioning, and then we create a market.
Many investment banks want to sell your company, but they forget to understand it. We work hand with hand with management on a day-to-day basis to develop a deep understanding of your company's team, products/technology, business model, intellectual capital, market, and trends in the market. With management's buy-in, we develop positioning strategies to facilitate an impetus for acquisition. Our ultimate customers are the strategic investors with cash on their balance sheets, so we concurrently focus on the products, people, and markets where the strategics are investing. We create precise and purposeful marketing decks and financial projections to demonstrate our understanding of the strategics' markets and how our clients' companies logically fit into those plans. We consider timing of outreach carefully in order to create interest in several parties, and then we utilize all negotiating advantages to facilitate the highest price. IB charges a minimum fee that is clawed back from the deal commission and provides the following deliverables:
Deliverables:
- Manage all outreach, communication, and negotiation with potential strategic investor(s)
- Executive Summary
- Introduction Deck (1st Meeting) & Diligence Deck (2nd Meeting)
- Custom Microsoft Excel Model: Pro Forma Income Statement
- Company Valuation(s)
- Capital Structure
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- Accounting Vendor(s) Selection, Oversight, and Operational Guidance